Team Member records can be active or inactive. You can manage a team member's status as described below.
NOTE: Only system administrators have access to this feature.
- Navigate to the Team Members module. From the main menu: Internal > Team Members.
- Use the Quick Search to locate the team member(s) you wish to work with.
NOTE: You can activate or deactivate the team member record(s) from either the list view or the detail view. Performing the action in list view will affect the status of all records in the found list.
- Click the Actions menu and select Activate Team Member or Deactivate Team Member, whichever is appropriate.
- A dialog appears to confirm the action.